"As we continue our partnership with you and our shared clients, we encourage you to reach out to schedule office visits or webinars. This fundamental practice of communication allows us to develop the robust platform features and support you need to empower your clients growth."

Bob Conchiglia, VP of Advisory Sales, SS&C Advent

THE BLACK DIAMOND
WEALTH PLATFORM®
 
Where advisors and clients connect. Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations. Visit Microsite to learn more